Julian Koski

Co-Founder & Chief Investment Officer at New Age Alpha

Julian Koski is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer. Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing, and distribution efforts across all product offerings and investor groups.

Julian possesses deep financial expertise that includes the conceiving, building, and marketing of a range of successful financial firms, the first of which he sold to Ernst & Young at the age of 29. Throughout his career, he has built and managed an investment bank, an asset management firm, and a private equity fund that invested in healthcare, financial services, media, and entertainment.

Over the past 20+ years of partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms. Julian and Armen co-developed New Age Alpha's H-FactorTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions. Before establishing New Age Alpha, Julian and Armen co-founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009. At Transparent Value, Armen and Julian invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm. Julian was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.

Driven by his love for nature, Julian is spearheading the shift to Impact Tourism which focuses on building leisure properties around the world that appeal to both the investment needs and tourism needs of the ultra-high net worth - all of which have at their heart a social and conservation importance. The ultimate mission is to invest and build luxury hospitality businesses that give back directly and help protect the communities they are located in. Most recently, Julian built, owns, and operates, Kubili House, a luxury safari lodge in South Africa's Greater Kruger National Park

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Timeline

  • Co-Founder & Chief Investment Officer

    Current role